Recent Discussions

Discussion List

• 
  ONGOING 10/6/26: LPL Financial returns an FDP-102 / FI_TIMEOUT error

  Coach Aldair 427 views 2 comments 0 points Most recent by Coach Aldair October 6Current Online Banking Issues
• 
  UPDATED 10/6/26: Northwestern Mutual Insurance returns a 170 error

  Announcement Coach Natalie 227 views 1 comment 0 points Most recent by Coach Aldair October 6Current Online Banking Issues
• 
  Truist only updates once a day unless a reset is performed (edited)

  sgrnspan 98 views 7 comments 0 points Most recent by Coach Natalie October 6Adding and Updating Accounts
• 
  Duplicate Recurring Series When Linking From a Transaction on Mobile (edited)

  jgold1996 79 views 3 comments 0 points Most recent by Coach Natalie October 6Troubleshooting
• 
  MFA code required at every login

  rcortez 83 views 4 comments 0 points Most recent by rcortez October 6Troubleshooting
• 
  Merrill Lynch FDP-105 Error

  MightyIrish 407 views 23 comments 0 points Most recent by Bay Area Savers October 6Adding and Updating Accounts
• 
  We need the amazon Retail Purchase Categorization feature for Simplifi (edited)

  sklei 25 views 1 comment 0 points Most recent by Coach Natalie October 5Feedback
• 
  Unable to add Apple Card/Apple Wallet (edited)

  brianperry263 87 views 7 comments 0 points Most recent by SRC54 October 5Adding and Updating Accounts
• 
  3

  Up Down
  Add a Report for Planned Spend (edited)

  Active l6538 23 views 2 comments 3 points Most recent by SRC54 October 5Feature Requests
• 
  Morgan Stanley/Smith Barney accounts have incorrect balances, market value, and holdings data

  dndsieg17 61 views 5 comments 0 points Most recent by Coach Natalie October 5Adding and Updating Accounts
• 
  Option to add and remove cards from the dashboard

  l6538 22 views 1 comment 1 point Most recent by Coach Natalie October 5Using the Dashboard
• 
  John Hancock Retirement Plan Connection (FDP-102 error)

  stalgeh 45 views 1 comment 0 points Most recent by Coach Natalie October 5Adding and Updating Accounts
• 
  Reorder “planned spend” by priorities or amount [Edited]

  Jmik 34 views 1 comment 1 point Most recent by Coach Natalie October 5Using the Spending Plan
• 
  Bills & Income Displaying Erroneous Items

  Answered Mortimer Duke 55 views 4 comments 0 points Most recent by Coach Kristina October 4Bills and Income
• 
  4

  Up Down
  Bold the account sub-headings in the Accounts List (edited)

  Active Hansang 36 views 1 comment 4 points Most recent by DryHeat October 4Feature Requests
• 
  17

  Up Down
  Automatically treat transfers to and from PayPal as "Transfers" in Simplifi

  Active System 891 views 5 comments 17 points Most recent by Mi$$ingMint October 4Feature Requests
• 
  41

  Up Down
  Implement Passkeys (edited)

  Active AzMurph 1.1K views 33 comments 41 points Most recent by rjbcc58 October 4Feature Requests
• 
  Accidentally linked Vanguard accounts to the wrong login (edited)

  RobI 75 views 2 comments 0 points Most recent by RobI October 4Adding and Updating Accounts
• 
  Reconciliation Showing an Incorrect Balance Despite Matching Transactions (Edited)

  Jerry Montgomery 33 views 1 comment 0 points Most recent by Coach Aldair October 4Troubleshooting
• 
  Investments tab summary Total gain does not equal the sum of the individual holdings’ Total gain

  Oogway 163 views 11 comments 0 points Most recent by Coach Aldair October 3Troubleshooting
• 
  3

  Up Down
  Allow Bill Reminder Notifications to link to Apple/Google Calendar (edited)

  Active Nabeelb227 131 views 4 comments 3 points Most recent by Deihmos October 3Feature Requests
• 
  Home Depot Credit Card Returning FDP-350 Error When Reauthorizing

  Answered dougvanderyacht 66 views 1 comment 0 points Most recent by Coach Aldair October 3Adding and Updating Accounts
• 
  "Potentially Recurring" section on dashboard shows me countless one time payments (edited)

  Marcin 45 views 2 comments 0 points Most recent by DryHeat October 3Troubleshooting
• 
  Paid reminders showing past due all of a sudden on the mobile app (edited)

  Matt Y 256 views 17 comments 2 points Most recent by Coach Aldair October 3Report a Bug
• 
  3

  Up Down
  Improve colorblind accessibility in Spending Plan

  Active TXWhackamole 22 views 0 comments 3 points Started by TXWhackamole October 3 Feature Requests
• 
  -2

  Up Down
  "Ask AI" should be an optional feature to pay for

  Active flintster_99 100 views 4 comments -2 points Most recent by flintster_99 October 2Feature Requests
• 
  Why is my monthly annuity income being categorized as a credit card payment

  Answered Sharont_2008 43 views 1 comment 0 points Most recent by Coach Aldair October 2Managing Your Transactions
• 
  15

  Up Down
  Add a Savings Goal Report (edited)

  In Review ajbopp 143 views 2 comments 15 points Most recent by birbyb October 2Feature Requests
• 
  3

  Up Down
  Ability to disable auto-payee renaming and use "Appears on your statement as" info instead (edited)

  Active Dognose 50 views 2 comments 3 points Most recent by snowmanjack October 2Feature Requests
• 
  Is there a Savings Goal Report? (edited)

  Answered ✓ birbyb 52 views 1 comment 0 points Most recent by Coach Aldair October 2Using Savings Goals